How Do I Set Up ArchiOffice?

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At least one person (administrator) should be assigned the task of setting up ArchiOffice. If you are an administrator, you might want to go through the ArchiOffice Getting Started Guide to help you get started with the program.


Setting up ArchiOffice involves the following steps:

Step 1 - Install ArchiOffice

Follow the directions to install the software on your server and client machines.

Step 2 - License ArchiOffice

Your license information is sent to you shortly after purchasing the software. You will be prompted to enter and validate your license key after installing ArchiOffice. You can also enter that information in the license area of Preferences.

Step 3 - Set Up System Preferences

ArchiOffice has many preferences you can configure for the program to suit your firm's specific needs, but there are some preferences that must be configured for ArchiOffice to function properly.

Step 4 - Set Up Clients

Project related contacts, including vendors, clients, and consultants need to either be created new or synced in from Outlook, Entourage or Apple Contacts.

Step 5 - Set Up Existing Projects

Everybody has existing projects that are work-in-progress. Set these up, as well as your new projects in ArchiOffice so your employees can continue working on them. You can also set up internal projects and RFP projects.

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